BASC has performed strongly under its new manager…
October NAV from NBPE shows continued momentum…
Judging whether the US market is expensive is not as easy as many make it out to be…
Private equity investment trusts could add valuable diversification to private investors portfolios, which often still resemble old fashioned 60/40 strategies…
Biotechnology is a complex field and investors can face a wild ride during volatile periods – so a highly experienced management team is crucial to success…
BASC has made a solid start under the new manager, generating significant outperformance….
IBT remains differentiated to peers, offering exposure to the explosive potential of innovation in healthcare...
Download the presentation and listen to the audio from our 'Now that's what I call a discount!' Autumn conference on 30 September...
JAM offers investors a ‘one stop shop’ to US equities, with a core approach that has outperformed the S&P 500…
The ways we work, play, study, shop and seek healthcare have changed during the pandemic, prompting new investments by the Baillie Gifford US Growth Trust, as co-manager Kirsty Gibson details...
Following a change of management earlier this year, Brown Advisory US Smaller Companies has recorded a strong start under its new leadership. Here, we profile some of the companies that have driven...
For the second year running we examine trusts on discounts which, in our view, don't make sense...
While the economic outlook may be good for JUSC’s quality bias, its current discount offers an attractive entry point…
USF is now paying cash-covered dividends in line with its fully operational target of 5.5 cents per share...
NBPE’s NAV momentum continues, and the portfolio’s maturity would indicate that further progress cannot be ruled out…
NBMI’s results show the benefits of its new strategy, which has been rewarded with a rapidly narrowing discount…
Summer was a welcome opportunity for exhausted investors to turn their backs on the legion threats they face, but they haven't gone away and the days grow short - we examine four in detail...
Dividend culture as we knew it is dead, according to Kepler's David Johnson, but investment trusts offer a solution...
Proposed shifts in BRNA’s strategy towards sustainable investing may improve its return profile and be the catalyst for a narrowing discount….
Recent write-up leaves NBPE’s NAV +22.2% YTD with potentially further progress to come…
Knowledge is power when it comes to investing in US smaller companies. In this article we examine the way US asset manager Brown Advisory leverages its networks to gain an informational advantage…
After dividends were slashed through 2020, the case for income investors to reconsider portfolio allocations and diversifying their sources of income is clear…
Is a high OCF daylight robbery or should investors keep calm and carry on? Our analysts debate the perennial question…
NBPE’s wide discount appears unwarranted...
IBT has had a change of management - but no change of strategy…
Following a bold decision by its board, Jupiter US Smaller Companies is now known as Brown Advisory US Smaller Companies. Here, we introduce the new manager and explore the US based firm’s stellar ...
Our research team at Kepler Trust Intelligence hosted a Q&A webinar with Chris Berrier, the new lead manager of the trust at Brown Advisory...
TPOU’s strong performance, and new board initiatives to narrow the discount, offer an attractive package…
JUS’s new manager brings a new strategy, and scope for the discount to narrow…
NBPE has reported a very strong start to 2021, building on an excellent 2020…
